Read and submit your commission statement

You don't build your statement — it builds itself. Each month, the module pulls your won deals, your linked quotes, and your goal attainment, applies your assigned plan, and lays out every line it produced. There is no data entry and no spreadsheet: your job is to read it, make sure it's right, and submit it.

• ＋Statements are monthly. Each one covers a calendar month.
• ＋It's due the first Friday of the following month. So July's statement is due the first Friday in August.
• ＋You can turn on an optional Microsoft To Do reminder that lands in your to-dos a week before it's due — the Friday before — titled "Submit [Month Year] commission statement." It's off unless you switch it on.
• ＋The default pay date is the 7th of the following month. Your workspace can change that; whatever it's set to, it's the same day for everyone.

Every line shows the deal or spiff it came from, how much it pays, and where it sits on the recognition ladder — Quote won, Pending kickoff, Pending invoice, Earned, Payable, or Paid. A line that's still Pending isn't a problem; it just hasn't met your plan's earn trigger yet. See "How commission gets recognized: the earning ladder" for what each state means.

You have three tools while you review, and none of them change the money:

• ＋Flag a discrepancy. If a line looks wrong — a missing deal, a margin line that says it needs a quote, an amount that doesn't match your read — flag it. The flag is visible to your manager, so it becomes part of the conversation on the statement.
• ＋Keep a private note. A private note on a line is yours alone — nobody else, not even your manager, can see it. Use it to jog your own memory before you submit.
• ＋Ask your manager. Send your manager a message about a specific line right from the statement.

"Ask your manager" sends a real message. If your organization has granted Current permission to send Teams chats, it arrives as a genuine 1:1 Teams direct message. Until that permission is in place, the same ask goes out as a real email from your own mailbox — so the path always works, and it quietly upgrades to Teams the day an admin flips the permission on. See "Turn on Teams direct messages for commissions" for the one-time admin step.

1. 1
   Review every line and clear your flags

   Make sure the statement reads the way you expect. Anything you're unsure about, flag it or ask your manager before you submit rather than after.
2. 2
   Submit for review

   Submitting hands the statement to sales leadership. Its status changes to Submitted.
3. 3
   There's no take-backs — unless it's returned

   Once you submit, you can't pull it back yourself. If you need to change something, your manager can return the statement to you with comments; only then can you edit and resubmit. This keeps the review honest — a submitted statement is a statement you stood behind.

Separate from the formal statement, My Commission is your running view of where you stand: what you've earned, an accelerator watch showing how close you are to your next tier, and your next payout. It also carries an earnings estimator — and the module labels it plainly as "an estimate, not a promise," because a line only truly pays once it climbs the ladder and a statement is approved. It's there to motivate, not to bank on.